John J Long

Total Clarity Wealth Management, INC

30 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Total Clarity Wealth Management, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

996 clients

Average Client Portfolio

$610K average

Assets Under Management

$607.9M

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $50K	2.75%
$50K - $100K	2.75%
$100K - $250K	2.75%
$250K - $500K	2.50%
$500K - $1.0M	2.00%
$1.0M - $3.0M	1.75%
$3.0M - $5.0M	1.75%
$5M+	1.75%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Lisle, IL

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 1999

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

John is a teacher/instructor, a referee/coach for various sports, and provides investment advisory services through Total Clarity Wealth Management, Inc, where he spends nearly full-time. He also has a DBA for LPL business under J. Long & Associates and Total Clarity Wealth Management, Inc.